Create a timeline page

Create a timeline page

Enter a unique name that describes the function of
this timeline. For example, High Priority
Change Requests.

Table

Select the name of the table associated with this
timeline, such as Change Request[change_request].

Start date field

Select a time-related field from the specified table
to use as the start date for the timeline. The timeline
begins with the span for the record with the earliest
start date from this field, after the filter and sort
order are applied. For example, you can select
Updated as the start date field and
start the span for each active change request on the
date it was updated to a high priority.

End date field

Select a time-related field from the specified table
to use as the end date for the timeline. The timeline
ends with the span for the record with the latest date
from this field, after the filter and sort order are
applied. For example, you can select
Closed as the end date field and
display all high priority change requests by the date on
which they were closed.

Display Options

Show grid lines?

Select this check box to show horizontal background
shading to highlight alternate spans.

Show left pane?

Select this check box to show label text in a pane on
the left of the timeline. The text that appears in this
pane is defined in Span text
fields.

Show summary pane

Select this check box to show the pink, perspective
slider at the bottom of the timeline. Move the slider
from right to left to scroll across the chart. Adjust
the end points of the slider to change the
magnification. A narrow slider zooms in on the spans and
provides a more detailed view. A wide slider pulls the
view out and makes more of the timeline visible on the
screen.

Auto refresh

Select an automatic refresh interval or disable
automatic refresh. When auto refresh is disabled, the
timeline adjusts only when the browser is manually
refreshed or when a start or end date field is updated
in a record.

CSS span color

Enter a custom span color using any CSS color format,
such as RGB or hexadecimal. If this field is blank, the
default span color, light blue, is used.

Show span text

Select this check box to display the content of the
Span text fields as labels below
each span.

Span text fields

Select fields from the specified table to have those
values appear as span labels. For example, you might
select Number and Short
description. The span labels also appear in
the left pane if the left pane is visible.

Show tooltips

Select this check box to display tooltips when the
cursor rests on a span.

Tooltip text fields

Select from the specified table the fields whose
values appear as tooltips. For example, you might select
Category, Assigned
to, and Due date.

Filtering and
Sorting

Condition

Create a condition to filter the results that appear
in the timeline. For example, a condition that displays
only active, high priority incidents. This field has a
Condition Count Widget to preview what
records will be returned by this condition set.

Perform custom sort?

Select this check box to enable custom sorting.
Configure the sort order by selecting fields in the
Sort by and Sort by
order fields.

Sort by

Select any field in the list for sorting the spans in
the timeline. Common practice is to select either the
Start date field or the End
date field as the sorting field. If you
select a different sorting field, also include that
field in the list of Tooltip text
fields to give users a way of discovering
the sort criteria.

Sort by order

Select the sort order for the sorting fields
selected.

Interactive Options

Allow horizontal moving?

Select this check box to permit users to drag
timeline spans horizontally. Dragging changes the start
and end dates and updates the record.

Allow start time dragging?

Select this check box to permit users to update the
record by dragging the start time of a span.

Allow end time dragging?

Select this check box to permit users to update the
record by dragging the end time of a span.

Range calculator

Specify a script include that calculates range restrictions and processes
parent updates, if appropriate.